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Chevron

3,488 hedge funds and large institutions have $212B invested in Chevron in 2024 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 1,661 increasing their positions, 1,271 reducing their positions, and 138 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,488
Holders Change
+45
Holders Change %
+1.31%
% of All Funds
50.56%
Holding in Top 10
140
Holding in Top 10 Change
-15
Holding in Top 10 Change %
-9.68%
% of All Funds
2.03%
New
227
Increased
1,661
Reduced
1,271
Closed
138
Calls
$4.8B
Puts
$4.02B
Net Calls
+$780M
Net Calls Change
+$1.14B
Name Holding Trade Value Shares
Change
Shares
Change %
DOA
2251
D'Orazio & Associates
Virginia
$889K -$36K -228 -4%
LIA
2252
LBMC Investment Advisors
Tennessee
$888K
CWM
2253
Castle Wealth Management
Florida
$887K +$24K +152 +3%
MRWM
2254
ML&R Wealth Management
Texas
$887K +$195K +1,239 +28%
PCM
2255
Piedmont Capital Management
Montana
$886K +$24.7K +154 +3%
PPWM
2256
Paragon Private Wealth Management
Kentucky
$884K -$3.47K -22 -0.4%
GEA
2257
Glen Eagle Advisors
New Jersey
$881K -$3.31K -21 -0.4%
WAL
2258
W Advisors LLC
Tennessee
$880K +$3.47K +22 +0.4%
CGA
2259
Crescent Grove Advisors
Illinois
$879K +$8.36K +53 +1%
BCM
2260
Blume Capital Management
California
$879K
FBFS
2261
First Business Financial Services
Wisconsin
$878K -$4.89K -31 -0.6%
IWM
2262
Integris Wealth Management
California
$878K +$16.1K +102 +2%
AWM
2263
Angeles Wealth Management
California
$877K +$31.7K +201 +4%
HI
2264
Hoey Investments
Pennsylvania
$877K -$156K -992 -15%
PF
2265
Penney Financial
Texas
$877K -$69.6K -441 -7%
WWM
2266
Waterway Wealth Management
Texas
$876K +$194K +1,229 +28%
CFA
2267
CWS Financial Advisors
Michigan
$876K -$1.08M -6,855 -55%
NFA
2268
Northern Financial Advisors
Michigan
$874K -$24.1K -153 -3%
MFWP
2269
Mosaic Family Wealth Partners
Missouri
$871K -$17.7K -112 -2%
NCM
2270
NCM Capital Management
New Jersey
$871K -$315 -2 -0%
AA
2271
AlphaQ Advisors
Florida
$868K -$16.2K -103 -2%
GA
2272
Gateway Advisory
New Jersey
$868K +$81.6K +517 +10%
PCA
2273
Prosperity Capital Advisors
Ohio
$867K +$153K +968 +21%
APWA
2274
Atlas Private Wealth Advisors
New Jersey
$867K -$957K -6,067 -52%
HFM
2275
Hartford Funds Management
Pennsylvania
$865K +$126K +799 +17%